Bad Admin Habits

Bad Admin Habits

Things to not do in your Salesforce Org - Do what I say, not what I do. 

  • Not setting up Mini Page Layouts - they are so useful. 

  • Not having Help Text on EVERY single custom field. Also include a description for WHY it was added. 

  • Adding formula fields to child object so show data from the parent object - just add it to the mini page layout or Custom Report Types instead.

  • Heaps of checkboxes - Unless they are used for frequency reporting in place of a Multi Select Picklist. I HATE checkboxes because they can't be an explicit NO. 

  • Not turning on Enhanced Profile View

  • Not investing in a tool like Rollup Helper or using Declarative Lookup Rollup Summary. There is so much that can be done with these tools. 

  • Not installing apps like Kugamon Account Contact Sync 

  • Not installing or setting up any form of dupe blocking. 

  • Setting up reports to be exported - Question why you exporting data. Use Excel Power Query at least (unless over 2000 rows). 

  • Export your data and back it up. 

  • Not clearly identifying your test data so you can exclude it from reports. 

  • Creating custom objects when a Standard object can be used. 

  • Not linking with external apps - eg Mailchimp or Campaign Monitor

  • Not using Do Not Call and Do Not Email fields

  • Adding values into picklists that are used for only a short time

  • Not setting up page layouts to be logical order of fields and groupings.

  • Keeping related lists on page layouts that are not used. 

  • Not removing Yahoo Maps custom links on Page Layouts - come on - you KNOW you will never click it - especially now with the new integrated maps

  • Not setting up Record Types. 

  • Not setting up a custom App with only the tabs you need.  

  • Adding system only or reporting only fields to page layouts - just use Salesforce Inspector Browser Extensions

  • Using Activities instead of the Feed. 

  • Not using the Feed.

  • Adding Status fields on the object. 

  • Worse still, adding Latest contact fields on the object. USE THE FEED!

  • Adding ALL the information into the Description field. 

  • Having a text field rather than a picklist when reporting on that field and expecting consistent values. 

  • Reporting on Tasks - WHY - who ever looks at these reports? Do you not trust your staff? 

  • Using Tasks to remind people to do stuff. See Action Views, Tasks and Report Alerts

  • Having Excel spreadsheets that relate to any data in Salesforce

  • Doing an import into multiple objects on a regular basis and not using something like Skyvva or one of the Excel based tools to do it quickly and easily. 

  • Having ANY fields in your org that you don't know what they do. 

  • Having ANY records in Salesforce that you can't immediately say why they exist and what benefit they have to the business.

  • Importing data and not including a Data Source - where did this data come from? 

  • Using the Account or Contact record as the place to update information about other records - eg the status of outstanding payments - unless of course it is automated by a Rollup. 

  • Entering Names in a text field - eg the Accounts Payable name - NOPE. Add a Contact with a Type of Accounts Payable, and add that as a lookup to the Account. 

  • Ammending the ALL views to have filter criteria on them so they don't actually return ALL records. 

Reports

  • Not hiding unused report types

  • Not deleting sample reports